Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 2.00% |
| $1.5M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for amounts over $10,000,000.
Fee Estimator
Black Knight Wealth Management charges a percentage of your assets under management. The rate is negotiable, but can be up to 2.00% on the first $1,500,000. Financial planning fees are up to $10,000 for fixed fees or up to $350 per hour for hourly fees. Personal service fees are negotiable. Clients are responsible for third-party fees. Clients may terminate the agreement within five business days for a full refund.
Areas of Practice
Advisor Information
Office location
State College, PA
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Carl is a licensed insurance agent, maintaining his license from a previous employer. While he is not currently selling insurance products, the state of PA requires disclosure of this outside business activity.